ENGLX Mutual Fund
ENGLX Mutual Fund
NAV$8.63
AUM$12M
TER1.20%
Holdings39
ENGLX Mutual Fund
NAV$8.63
Vest US Large Cap 20% Buffer Strategies Fund Investor Class
AUM$12M
TER1.20%
Holdings39
ENGLX Mutual Fund Overlap Analysis
ENGLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ENGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, ENGLX may share significant positions with broad-market funds.
ENGLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ENGLX tax-loss harvesting finds highly correlated but non-identical funds.